Home  >   FAQs   >  How do I integrate naturalForms with Vtiger CRM?

How do I integrate naturalForms with Vtiger CRM?

Table of Contents
Let us now learn how to use naturalForms for digital signatures. 

Follow these steps to send a document for digital signature using naturalForms:
  • Step 1: Adding templates on naturalForms
  • Step 2: Setting Up naturalForms Identifiers for Merging CRM data
  • Step 3: Connecting your naturalForms account to Vtiger CRM
  • Step 4: Enabling Template Settings 
  • Step 5: Sending the document for digital signature
Note: You will be navigating between naturalForms app and Vtiger CRM screens for the above steps.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.